IWA
IBEX Wealth Advisors’s BlackRock Income Trust BKT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25,513
| Closed | -$106K | – | 175 |
|
|
2022
Q3 | $106K | Buy |
25,513
+10
| +0% | +$42 | 0.03% | 146 |
|
|
2022
Q2 | $116K | Sell |
25,503
-625
| -2% | -$2.84K | 0.03% | 154 |
|
|
2022
Q1 | $134K | Sell |
26,128
-729
| -3% | -$3.74K | 0.03% | 169 |
|
|
2021
Q4 | $152K | Buy |
26,857
+32
| +0.1% | +$181 | 0.03% | 190 |
|
|
2021
Q3 | $164K | Buy |
26,825
+5,239
| +24% | +$32K | 0.03% | 194 |
|
|
2021
Q2 | $137K | Buy |
+21,586
| New | +$137K | 0.03% | 180 |
|
|
2021
Q1 | – | Sell |
-709,309
| Closed | -$4.31M | – | 115 |
|
|
2020
Q4 | $4.31M | Buy |
709,309
+3,661
| +0.5% | +$22.2K | 1.12% | 33 |
|
|
2020
Q3 | $4.3M | Buy |
705,648
+2,400
| +0.3% | +$14.6K | 1.25% | 30 |
|
|
2020
Q2 | $4.34M | Sell |
703,248
-2,782
| -0.4% | -$17.2K | 1.39% | 24 |
|
|
2020
Q1 | $4.07M | Buy |
+706,030
| New | +$4.07M | 1.58% | 19 |
|